Sand Hill Global Advisors, LLC

CIK: 0001009209Latest portfolio: $2.9B · Q4 2025

Holdings

197

Total Value

$2.9B

New Positions

10

Closed Positions

12

#StockSharesValue% PortfolioChangeType
1
VOOVANGUARD INDEX FDS
485,490$304.0M10.61%-12,534
2
EFAISHARES TR
2,897,259$278.0M9.70%+56K
3
SPYSPDR S&P 500 ETF TR
335,243$228.0M7.96%-13,513
4
VWOVANGUARD INTL EQUITY INDEX F
3,134,953$168.0M5.86%-8,855
5
IJHISHARES TR
2,283,286$150.0M5.24%+23K
6
VNQVANGUARD INDEX FDS
1,663,150$147.0M5.13%+40K
7
IWMISHARES TR
562,884$138.0M4.82%-19,747
8
SPYMSPDR SERIES TRUST
1,613,586$129.0M4.50%-59,149
9
VBKVANGUARD INDEX FDS
306,241$92.0M3.21%+525
10
NDQINVESCO QQQ TR
120,248$73.0M2.55%-11,480
11
VGITVANGUARD SCOTTSDALE FDS
1,206,289$72.0M2.51%+77K
12
AGGISHARES TR
706,139$70.0M2.44%+39K
13
BONDPIMCO ETF TR
624,484$58.0M2.02%+93K
14
IVVISHARES TR
75,456$51.0M1.78%-85
15
AAPLAPPLE INC
143,636$39.0M1.36%-192
16
NVDANVIDIA CORPORATION
204,579$38.0M1.33%-31,794
17
GOOGLALPHABET INC
110,385$34.0M1.19%-3,142
18
MSFTMICROSOFT CORP
66,398$32.0M1.12%-438
19
AMZNAMAZON COM INC
125,196$28.0M0.98%+952
20
JPMJPMORGAN CHASE & CO.
77,436$24.0M0.84%-2,011
21
ESGUISHARES TR
155,011$23.0M0.80%-6,326
22
METAMETA PLATFORMS INC
33,864$22.0M0.77%-54
23
ESMLISHARES TR
474,591$21.0M0.73%+173K
24
VEAVANGUARD TAX-MANAGED FDS
326,830$20.0M0.70%-1,090
25
IYRISHARES TR
183,801$17.0M0.59%+26K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ESML475K+173K
BOND624K+93K
VGIT1.2M+77K
EAGG185K+76K
EFA2.9M+56K
VNQ1.7M+40K
AGG706K+39K
IYR184K+26K
VGSR398K+23K
IJH2.3M+23K

Decreased Positions

NameSharesChange
SPYM1.6M-59149
NVDA205K-31794
IWM563K-19747
SPY335K-13513
VOO485K-12534
ZM118K-12458
NDQ120K-11480
QQMG72K-10892
COUR40K-10000
VWO3.1M-8855

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($3.900038000320002e+60T)
Healthcare0.0% ($1.1000100001000088e+31T)
Industrials0.0% ($1.3000700060005002e+23T)
Consumer Cyclical0.0% ($2.80001300080007e+22T)
Unknown0.0% ($7300013000900020224.0T)
Communication Services0.0% ($3400022000100007.0T)
Energy0.0% ($900.0T)
Consumer Defensive0.0% ($70.0T)
Utilities0.0% ($7.0T)
Basic Materials0.0% ($800.0B)
Real Estate0.0% ($5.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$2.9B207
Q3 2025Nov 12, 2025$2.8T199
Q2 2025Aug 14, 2025$2.7T202
Q1 2025May 13, 2025$2.4T194
Q4 2024Feb 13, 2025$2.4T188
Q3 2024Nov 12, 2024$2371.6T195
Q2 2024Aug 13, 2024$2202.1T189
Q1 2024May 13, 2024$2108.0T163
Q4 2023Feb 9, 2024$2077.6T162
Q3 2023Nov 13, 2023$1814.6T153
Q2 2023Aug 11, 2023$2012.7T153
Q1 2023May 12, 2023$1863.4T155
Q4 2022Feb 10, 2023$1771.6T160
Q3 2022Nov 14, 2022$1.6T155
Q2 2022Aug 15, 2022$1.8T154
Q1 2022May 13, 2022$1.8T151
Q4 2021Feb 11, 2022$1.8T177
Q3 2021Nov 15, 2021$1.6T175
Q2 2021Aug 13, 2021$1.6T160
Q1 2021May 13, 2021$1.5T140
Q4 2020Feb 11, 2021$1.5T139
Q3 2020Nov 10, 2020$1.3T131
Q2 2020Aug 13, 2020$1.3T126
Q1 2020May 14, 2020$1.1T118
Q4 2019Feb 13, 2020$1.1T135
Q3 2019Nov 14, 2019$1.1T128
Q2 2019Aug 13, 2019$974.9B103
Q1 2019May 3, 2019$979.6B103
Q4 2018Feb 14, 2019$929.3B101
Q3 2018Nov 13, 2018$1.0T100
Q2 2018Aug 10, 2018$1.0T114
Q1 2018May 10, 2018$103.6B79
Q4 2017Feb 13, 2018$1.0T110
Q3 2017Nov 14, 2017$937.6B117
Q2 2017Aug 10, 2017$877.9B115
Q1 2017May 4, 2017$772.8B109
Q4 2016Feb 13, 2017$727.7B103
Q3 2016Nov 14, 2016$655.9B96
Q2 2016Aug 11, 2016$635.3B96
Q1 2016May 13, 2016$658.2B96

Fund Information

CIK0001009209
Most Recent FilingFeb 12, 2026
Number of Filings40

Sand Hill Global Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.9B across 197 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 10.6% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.